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Samuel R

Series 63, Series 65

Diberville, MS

Voyage Wealth Management, LLC

Samuel Resultan is a financial advisor at Voyage Wealth Management, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Northwestern Mutual in various capacities from 2021 to 2025. Outside of finance, he has experience in the food service industry, including roles at Downtown Bistro and Two Brothers Smoked Meats. Voyage Wealth Management provides investment management, financial planning, business planning, and retirement plan management services to individuals, small businesses, and employer plan sponsors. The firm uses a core-and-satellite investment approach focused on diversified, low-cost ETFs combined with selective active management, and it offers specialized pension consulting and ERISA 3(38) investment management for retirement plan sponsors.

Retirement withdrawal strategies General retirement planning Social Security optimization Medicare planning General estate planning guidance Retired Approaching retirement Retired

15 advisors near 46992

Out of 400,000+ nationwide

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Terry D

Series 63, Series 65

Roann, IN

Brookwood Investment Group

Terry Dupont is a financial advisor with Brookwood Investment Group, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been involved with Dupont Advisory Group since 2010 and owns Dupont & Associates, which engages in the sale of life insurance, health insurance, and annuities. Brookwood Investment Group is a multi-advisor firm managing approximately $1.06 billion for over 3,000 clients, offering portfolio management, financial planning, and retirement-plan advisory services through a range of investment strategies.

General retirement planning Active portfolio management Passive / index investing Founder/Business Owner Retired
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Tyler O

Series 66

Wabash, IN

Edward Jones

Tyler Olson is a financial advisor with Edward Jones in Wabash, Indiana. He holds a Series 66 designation and has six years of industry experience, including five years with Wabash City Schools prior to joining Edward Jones in 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors.

College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning Founder/Business Owner
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Susan S

Series 66

Wabash, IN

Edward Jones

Susan Street is a financial advisor with Edward Jones in Wabash, Indiana, holding a Series 66 designation and three years of industry experience. Her prior roles include positions at Thrive Virtual and Grow Wabash County, as well as seven years at Fort Wayne Metals. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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James W

Series 63, Series 65

Wabash, IN

LPL Financial

James Wolfe is a financial advisor at LPL Financial with 23 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at American Portfolios for 16 years. Wolfe also operates Wolfe Tax & Financial Services, a tax preparation and accounting business he has run since 1999. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, banks, charities, and high-net-worth households. The firm offers various investment delivery options supported by an in-house research team and combines large-scale advisory operations with non-advisory product activities such as insurance and annuity sales.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Jarrod M

Series 63, Series 65

Wabash, IN

OSAIC

Jarrod Mckee is a financial advisor at OSAIC with 15 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Signator Investors, Inc. and Snow Companies. Outside of his advisory role, he serves on the Vertex Pharmaceuticals Caregiver Advisory Board and coaches youth basketball. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a broad client base, including individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services supported by a large network of financial advisers and employs a technology-driven investment process that includes asset allocation, portfolio optimization, and access to multiple custodial platforms.

Annuities Founder/Business Owner Executive Retired
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Tyra W

Series 63, Series 66

Peru, IN

Edward Jones

Tyra Walker is a financial advisor at Edward Jones with 25 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General estate planning guidance Retired Founder/Business Owner Executive
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Troy B

Series 66

Wabash, IN

Edward Jones

Troy Baer is a financial advisor at Edward Jones with five years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2020. Prior to joining Edward Jones, he spent two years at Dairyland Seed and fifteen years at Brodbeck Seeds. Outside of his advisory role, he serves as president and bookkeeper of a family-owned agricultural corporation that owns tillable farmland. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

College savings (529s, UTMA, etc.) Retirement income strategy General estate planning guidance Retired Founder/Business Owner Executive
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Riley J

Series 66

Peru, IN

Edward Jones

Riley Jones is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to rejoining Edward Jones, Jones worked at Vanguard and has experience in various roles including positions at Purdue University and entrepreneurial work with Southside Scoops. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment strategies and advisory services supported by a large nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Robert J

Series 66

Peru, IN

Edward Jones

Robert Jones is a financial advisor with Edward Jones in Peru, Indiana, holding a Series 66 designation and six years of industry experience. Prior to joining Edward Jones in 2019, he worked at Schneider Electric for 18 years. Outside of his advisory role, Jones coaches varsity and middle school soccer for the Maconaquah School Corporation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with a nationwide network of approximately 23,701 financial advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Ryan S

Series 63, Series 66

Peru, IN

Edward Jones

Ryan Schmidt is a financial advisor with Edward Jones in Peru, Indiana, holding Series 63 and Series 66 licenses and 21 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory work, Schmidt owns a commercial rental property in Peru, Indiana. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of over 23,000 financial advisors and 15,000 branch offices.

Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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Laura B

Series 66

Peru, IN

Edward Jones

Laura Berryman is a financial advisor with Edward Jones in Peru, Indiana. She holds a Series 66 designation and has prior experience at Maconaquah School Corp, Hometown Federal Credit Union, and PNC Bank. She joined Edward Jones in 2023. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies and affiliated financial services through a large network of advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Amy S

CFP®, Series 66

Wabash, IN

Edward Jones

Amy Sullivan is a financial advisor at Edward Jones with 17 years of industry experience. She holds the CFP® and Series 66 designations and has been with Edward Jones since 2008. Outside of her advisory role, she is an authorized signer for WDE Holdings LLC in Wabash, IN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices across the United States.

Charitable giving & philanthropy Business ownership considerations Business exit / sale strategy Retirement income strategy Founder/Business Owner
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Wayne D

Series 66

Wabash, IN

Edward Jones

Wayne Denger is a financial advisor with Edward Jones in Wabash, Indiana, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2011. Outside of advising, he is involved in managing a commercial rental property. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive advisor network and affiliated services, including a trust company and securities-based lending options.

College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy Wealth management Retired Founder/Business Owner Executive
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Benjamin V

Series 66

Wabash, IN

OSAIC

Benjamin Vineyard is a financial advisor with OSAIC based in Wabash, Indiana, holding a Series 66 designation and having three years of industry experience. Prior to his current role, he was involved in forestry consulting through Vineyard Forestry, LLC, a business he owns that provides advice on timber and residential tree matters. He also works as an insurance sales agent at the Investment Center at Crossroads Bank. OSAIC Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm employs a technology-driven investment process and offers a wide range of advisory and brokerage services through a large network of financial advisers.

Annuities Founder/Business Owner Executive Retired
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Ronnie M

Series 63, Series 66

Peru, IN

Raymond James Financial

Ronnie Miller is a financial advisor at Raymond James Financial with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Raymond James since 2001. Miller is also involved with Jackson Financial Group LLC, where he occasionally meets with clients. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting through various programs and emphasizes advisory and implementation support over discretionary management.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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